PASIX Mutual Fund

PASIX Mutual Fund

NAV$10.31
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Returns Overview

1 Month
-0.68%
3 Months
-2.47%
6 Months
+1.38%
YTD
+1.18%
1 Year
+2.37%
3 Years (annualized)
+6.81%
5 Years (annualized)
+4.31%
10 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+5.40%
vs Peers
-4.22%

PASIX Mutual Fund Performance

PASIX performance across multiple time periods: 1-month -0.68%, YTD 1.18%, 1-year 2.37%, 3-year 6.81%, 5-year 4.31%, 10-year 3.75%.

PASIX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.59%, investors should weigh costs against performance when evaluating this mutual fund.

PASIX vs another fund shows side-by-side returns. PASIX alternatives are available in the Mutual Fund Screener.